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Investment Management

Regardless of portfolio size or the client’s phase of life, we focus on a diversified investment approach and help our clients maintain discipline through all types of market cycles.
WE BELIEVE IN THE SCIENCE OF INVESTING
We believe that risk and return are related, that the markets do a decent job of pricing securities, and that diversification is key.
WE PROVIDE ACCESS
Our clients are able to invest with some of the best institutional mutual fund managers, including Dimensional Fund Advisors, available only through a select group of fee-only advisors.
WE ARE NOT MARKET TIMERS
We do not pick stocks or attempt to forecast future market behavior, and we do not invest on the basis of the latest tip or the assumption that we can outguess the market.

A Wise Investment Strategy is Governed by Four Important Truths

(Charles D. Ellis)


1.

The most important decision is your choice of long-term mix of assets - stocks, real-estate, bonds, or cash.


2.

Asset mix should be determined by - your purpose for the money, when the money will be used, and your ability to stay the course.


3.

Diversification within each class and among asset classes. Bad things happen.


4.

Being patient and persistent, holding to the plan. Good things come in spurts.

My Job

Jonathan Elks, FCA, CIMA®

You will receive independent, unbiased investment advice, along with recommendations that you understand. We avoid conflicts of interest and receive NO commissions on sales and we will always put your needs first. Historically, there has been a substantial gap between the performance of individual investors and institutions. My job is to help you close that gap.

Investing is an emotional process. As an informed and objective partner I can help to manage those emotions, leading to better investment decisions.I believe that investors who rely on professional advice have a greater probability of success than those that don’t.

In my experience, the cost of professional advice is much lower than the cost of mistakes we’re likely to make without it. Most financial areas including taxes, investing, estate planning and retirement have become increasingly complex. As an informed advisor I can help make sense of it all.

SCHEDULE A NO-OBLIGATION DISCOVERY CALL

"Finance is not merely about making money. It's about achieving our deep goals and protecting the fruits of our labor."

Our Investment Portfolio Design, Implementation, Reporting and Monitoring Process

A
Understand YOU
YOUR needs, constraints, and unique circumstances. We define YOUR investment risk tolerance and evaluate your current position/s.
B
Define YOUR Expectations

Establish YOUR investment objective and a frame of reference regarding investment performance.

C
Portfolio Management
Design your portfolio and prepare an investment policy statement. Implement the investment strategy. Report and monitor performance and re-balance the portfolio as necessary.
THERE'S NO TIME LIKE THE PRESENT

Let's Schedule a Discovery Call

We offer a complimentary "Get Acquainted" meeting to learn more about your financial planning needs and share information on our firm to see if our services are right for you.

3033 Campus Drive, Suite N145
Plymouth, MN 55441

Contact

  • Phone:

    763.432.7875

  • E-Mail:

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Copyright © 2019 Echo Wealth Management LLC